Podcast Episodes
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Mostly Borrowed Ideas on Autodesk ( $ADSK)
Abdullah Al-Rezwan from Mostly Borrowed Ideas ( https://mbi-deepdives.com/ ) returns to the podcast to discuss his latest research pick, Autodesk (A…
5 years ago
Will Barnes from In Practise on Naked Wines
Will Barnes, co-founder of inpractise.com, discusses the investment case for Naked Wines. The company's been a huge COVID beneficiary, but despite a …
5 years ago
Jacob Rubin from Philosophy Capital on $ESGC
Jacob Rubin, managing member and CIO at Philosophy Capital, joins the podcast to talk about his long thesis on Eros STX (ESGC), how he thinks the sto…
5 years ago
Joe Boskovich on WildBrain $WLDBF
Joe Boskovich, a partner at Old West Investment Management, dives deep into his investment thesis on WildBrian (WLDBF), including why he thinks Apple…
5 years, 1 month ago
Shehryar Khursheed from Return on Capital on $RH's bull case
Shehryar Khursheed, the founder of Return on Capital, discusses the battleground stock RH (FKA Restoration Hardware), what Berkshire Hathaway saw in …
5 years, 1 month ago
Al Grujic from All of Us Financial on Robinhood's issues and $GME squeeze
Al Grujic, founder and CEO of All of Us Financial (https://www.allofusfinancial.com/), comes on to discuss the Stonk market. Topics include Robinhood…
5 years, 1 month ago
Mario Cibelli on the $WWE bull case
Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed (https://amzn.to/34cim9F), makes his second podcast appearan…
5 years, 1 month ago
Elliot Turner on Twitter $TWTR
Elliot Turner of RGA (http://rgaia.com) makes a repeat appearance to provide a quick update on Dropbox (DBX), discuss how a due diligence project res…
5 years, 2 months ago
Jeremy Raper on Haier Smart Home
Jeremy Raper, founder of the excellent rapercapital.com and our inaugural guest, makes a repeat appearance on the podcast. We provide an update on hi…
5 years, 2 months ago
Steve Clapham, author of The Smart Money Method
Steve Clapham, author of The Smart Money Method (https://amzn.to/3gwJJjb) comes on to discuss his new book and some of the valuation and research tri…
5 years, 3 months ago